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as of 08-28-2026 3:46pm EST

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Guardian Pharmacy Services Inc is a pharmacy services company providing technology-enabled services to help residents of long-term health care facilities (LTCFs) adhere to appropriate drug regimens, reducing the cost of care and improving clinical outcomes. The Company provides high-touch clinical, drug dispensing, and administration services tailored to residents in assisted living facilities, behavioral health facilities, and group homes, while also serving residents in all types of LTCFs. It partners with residents, LTCFs, and health plan payors to help reduce errors in drug administration, manage drug regimens, and improve adherence. The Company derives its revenue mainly from the sale of pharmaceutical and medical products.

Founded: 2004 Country:
United States
United States
Employees: N/A City: ATLANTA
Market Cap: 2.4B IPO Year: 2023
Target Price: $40.60 AVG Volume (30 days): 337.7K
Analyst Decision: Strong Buy Number of Analysts: 5
Dividend Yield:
N/A
Dividend Payout Frequency: N/A
EPS: N/A EPS Growth: N/A
52 Week Low/High: $23.18 - $47.02 Next Earning Date: 05-06-2026
Revenue: $1,448,685,000 Revenue Growth: 17.93%
Revenue Growth (this year): -0.53% Revenue Growth (next year): 7.63%
P/E Ratio: 117.77 Index: N/A
Free Cash Flow: 86.8M FCF Growth: +94.05%

AI-Powered GRDN Daily Prediction

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hold
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67.16%
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Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 6, 2026 · 100% conf.

AI Prediction BUY

1D

+3.33%

$40.79

Act: +11.05%

5D

+8.93%

$43.00

Act: -2.56%

20D

+15.41%

$45.55

Price: $39.47 Prob +5D: 100% AUC: 1.000
0001193125-26-338032

EX-99.1

2 d160709dex991.htm

EX-99.1

EX-99.1

Exhibit 99.1

Guardian Pharmacy Services Reports Second Quarter 2026 Financial Results; Raises Full-Year Guidance

ATLANTA, August 6, 2026 – Guardian Pharmacy Services, Inc. (NYSE: GRDN), one of the nation’s leading long-term care (“LTC”) pharmacy services companies, announced today its financial results for the second quarter ended June 30, 2026. The Company also raised its full-year guidance.

Second Quarter Financial Results

Revenue of $351.8 million, up 2% year-over-year.

Residents served ended the quarter at approximately 210,000, up 8% year-over-year.

Net Income of $22.1 million, inclusive of a $8.5 million settlement related to a payor dispute, compared to $8.8 million in the prior-year period.

Adjusted EBITDA of $29.7 million, compared to $25.0 million in the prior-year period.

Diluted EPS of $0.34 for the quarter, with Adjusted EPS of $0.29.1

Cash and cash equivalents totaled $89.8 million at quarter-end, with no long-term debt outstanding under our credit facility.

CEO Commentary

“Guardian delivered another strong quarter, with continued momentum across our local markets,” said Fred Burke, President and Chief Executive Officer. “While IRA-related pricing reductions affected reported revenue growth, which was up 2%, the underlying business remained strong. Absent the price reductions from the IRA, revenues would have been up low double digits compared to the second quarter of 2025. We also continued to expand profitability, reflecting the benefits of scale, purchasing leverage and improved operating efficiency.”

Burke continued, “Our second-quarter performance, together with our outlook for the remainder of the year, gives us the confidence to raise our 2026 guidance.”

FY 2026 Outlook – Updating Guidance

The guidance below excludes any future acquisitions.

Updated Guidance

Previous Guidance

Revenue

$ 1.43 billion - $1.45 billion

$ 1.40 billion -$1.42 billion

Adjusted EBITDA

$ 129 million -$131 million

$ 122 million -$127 million

M&A and Greenfields

Subsequent to quarter-end, Guardian completed the acquisition of Wellness Concepts, a long-term care pharmacy based in

Grottoes, Virginia. Founded in 1999, Wellness Concepts has established a strong reputation for service and quality care throughout the Shenandoah Valley. The pharmacy’s existing leadership and employees will remain in place.

1

Diluted EPS and Adjusted EPS include dilutive shares related to restricted stock units. See reconciliation of Adjusted EPS to Diluted EPS, the most directly comparable GAAP measure, below.

Guardian also launched a new greenfield pharmacy in Lexington, Kentucky, representing the Company’s first location in the state. The pharmacy was developed collaboratively by Guardian’s Tennessee and Cincinnati operations under the leadership of David Brown, one of the Company’s recently appointed regional senior vice presidents. Lexington represents the fourth greenfield pharmacy developed by this leadership team since joining Guardian through the Company’s Middle Tennessee acquisition in 2009. Together, these investments further expand Guardian’s geographic footprint and demonstrate the Company’s ability to combine local market expertise, acquired talent and disciplined development to support long-term growth.

Leadership and Organizational Updates

As previously announced, Guardian appointed David Morris as Chief Operating Officer and Will Mudd as Chief Financial Officer, effective July 1, 2026. Mr. Morris previously served as Guardian’s Chief Financial Officer and has played a central role in the Company’s development since its inception. In his new role, he will oversee Guardian’s pharmacy operations and sales organization.

Mr. Mudd joined Guardian in 2012 and has held positions of increasing responsibility across the Company’s finance organization. He most recently served as Senior Vice President of Finance and has been instrumental in developing the financial infrastructure that supported Guardian’s growth and transition to becoming a public company. The appointments reflect the depth of Guardian’s leadership team and support the Company’s continued evolution as it expands its national platform.

In connection with these organizational changes, Guardian also implemented a regional leadership structure led by eight regional senior vice presidents, designed to strengthen accountability, improve coordination and better support local pharmacy teams while preserving the entrepreneurial culture and local decision-making central to Guardian’s operating model.

Conference Call Details

Guardian will host a conference call to discuss these results today at 4:30 pm ET. The call can be accessed live by dialing +1 (833) 461-5787 for participants located in the United States and Canada, or +1 (585) 542-9983 for international participants, and referencing conference ID “153 713 694.” A webcast replay will be available shortly after the call’s comple

2026
Q1

Q1 2026 Earnings

8-K

May 6, 2026

0001193125-26-208989

EX-99.1

2 d132626dex991.htm

EX-99.1

EX-99.1

Exhibit 99.1

Guardian Pharmacy Services Reports First Quarter 2026 Financial Results; Updates Full-Year Guidance

ATLANTA, May 6, 2026 – Guardian Pharmacy Services, Inc. (NYSE: GRDN), one of the nation’s leading long-term care (“LTC”) pharmacy services companies, announced today its financial results for the first quarter ended March 31, 2026. The Company also updated its full-year guidance.

First Quarter Financial Results

Revenue of $336.6 million, up 2% year-over-year.

Residents served ended the quarter at approximately 207,000, up 10% year-over-year.

Net Income of $13.5 million, compared to $9.3 million in the prior-year period.

Adjusted EBITDA of $29.8 million, compared to $23.4 million in the prior-year period.

Diluted EPS of $0.21 for the quarter, with Adjusted EPS of $0.29.1

Cash and cash equivalents totaled $64.9 million at quarter-end, with no long-term debt outstanding under our credit facility.

CEO Commentary

“Our first quarter results reflect a strong start to the year and, importantly, a successful transition into a fundamentally new operating environment. While the Inflation Reduction Act (the “IRA”) introduced significant pricing resets on certain branded medications that we dispense, we were able to offset the profitability impact, enabling us to maintain margin stability and deliver double-digit Adjusted EBITDA growth. Just as importantly, the underlying fundamentals of the business remain solid, with 10% growth in residents served and prescription volumes,” said Fred P. Burke, President & CEO.

Burke continued, “As the industry adapts to the broader effects of the IRA, we believe our scale, local operating model, and financial strength position us well to navigate ongoing changes and continue delivering consistent service to residents and our facility partners.”

FY 2026 Outlook – Updating Guidance

The updated guidance reflects the pass through of $3 million in discrete benefits, primarily related to a manufacturer inventory credit associated with the IRA, and favorable payor dynamics. The guidance below excludes future acquisitions.

Updated Guidance

Previous Guidance

Revenue

$1.40 billion - $1.42 billion

$1.40 billion - $1.42 billion

Adjusted

EBITDA

$123 million - $127 million

$120 million - $124 million

1

Diluted EPS and Adjusted EPS include dilutive shares related to restricted stock units. See reconciliation of Adjusted EPS to Diluted EPS, the most directly comparable GAAP measure, below.

Capital Markets

In March 2026, Guardian completed a non-dilutive, upsized secondary offering of 6.9 million shares of Guardian’s Class A common stock (including the full exercise of the underwriters’ option). This transaction significantly increased our public float, enhanced trading liquidity, and expanded our institutional investor base. Guardian did not retain any proceeds, and there was no change to the total number of shares of Class A common stock outstanding.

As we fully utilized the capacity under our prior shelf registration statement, today we filed a new shelf registration statement to maintain flexibility to undertake additional offerings in the future. At this time, we do not have any current plans to utilize the shelf.

Conference Call Details

Guardian will host a conference call to discuss these results today at 4:30 pm ET. The call can be accessed live by dialing +1 (833) 461-5787 for participants located in the United States and Canada, or +1 (585) 542-9983 for international participants, and referencing conference ID “621845633.” A webcast replay will be available shortly after the call’s completion at https://investors.guardianpharmacy.com

About Guardian Pharmacy Services

Guardian Pharmacy Services is one of the nation’s leading long-term care pharmacy services companies. Through its locally-based business model, Guardian partners with long-term care facilities (“LTCFs”) to deliver medications and a comprehensive suite of technology-enabled services designed to enhance care and improve adherence to drug regimens, helping to reduce the cost of care and improve clinical outcomes. With a growing network of more than 61 licensed pharmacies, 54 of which are full-service, Guardian is dedicated to providing exceptional service to approximately 207,000 residents (as of March 31, 2026).

Investor Contact: Ashley Stockton, Vice President, Investor Relations IR@guardianpharmacy.net

Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements. Forward-looking statements are all statements other than those of historical fact. Any statements about our expectations, beliefs, plans, predictions, forecasts, objectives, assumptions, or future events or performance are forward-looking. These statements are often, but not always, made through the use of words such as “aims,” “anticipates,” “believes,” “continue,” “estimates,” “expects,” “intends,” “may,” “outlook,”

2025
Q4

Q4 2025 Earnings

8-K

Mar 11, 2026

0001193125-26-102153

EX-99.1

2 d47713dex991.htm

EX-99.1

EX-99.1

Exhibit 99.1

Guardian Pharmacy Services Reports Fourth Quarter and Full Year 2025 Financial Results; Raises 2026 Adjusted EBITDA Guidance

ATLANTA, March 11, 2026 – Guardian Pharmacy Services, Inc. (NYSE: GRDN), one of the nation’s leading long-term care (“LTC”) pharmacy services companies, announced today its financial results for the fourth quarter and full year ended December 31, 2025. The Company also raised its full-year 2026 Adjusted EBITDA guidance.

Fourth Quarter Financial Results

Revenue of $397.6 million, up 17% year-over-year with organic growth of 12%.

Residents served ended the quarter at approximately 205,000, up 10% year-over-year.

Net Income of $21.3 million, up 81% from $11.8 million in the prior-year period.

Adjusted EBITDA of $39.5 million, up 53% year over year.

Diluted EPS of $0.33 for the quarter, with Adjusted EPS of $0.37.1

Full Year Financial Results

Revenue of $1.45 billion, up 18% from $1.23 billion in the prior year period with organic growth of 13%.

Net Income (loss) of $49.0 million, compared to ($71.0) million in 2024.

Adjusted EBITDA of $115.1 million, up 27% compared to $90.8 million year over year.

Diluted EPS of $0.78, with Adjusted EPS of $1.071.

Cash and cash equivalents totaled $65.6 million at year end, up from $4.7 million at the end of 2024.

CEO Commentary

“2025 was a year of broad-based execution and disciplined investment, with results that exceeded our expectations across resident, revenue, and Adjusted EBITDA growth,” said Fred Burke, President and CEO. “These results underscore the scalability of our platform and the dedication of our teams, who continue to deliver high-quality service and meaningful value to the residents and facility partners we serve.”

Burke continued, “We exited the year with strong momentum and are accordingly raising our outlook for 2026 Adjusted EBITDA in a measured manner, consistent with our philosophy of guiding to what we can clearly see. A portion of the upside we experienced in the fourth quarter relative to our prior guidance reflects favorable payor dynamics and normal quarter-to-quarter variability, which we have not incorporated into our outlook. We view the underlying run rate of the business exiting 2025 as generating approximately $110 million of Adjusted EBITDA, and are raising our 2026 outlook on that basis. As we enter the first quarter under the initial phase of new IRA drug pricing changes, we are maintaining our 2026 revenue outlook provided in mid-January. We remain confident in the durability of our operating model and our ability to deliver sustained, long-term value for our shareholders.”

1

Diluted EPS and Adjusted EPS include dilutive shares related to restricted stock units and unvested Class A and Class B common stock. See reconciliation of Adjusted EPS to Diluted EPS, the most directly comparable GAAP measure, below.

FY 2026 Outlook – Raising Adjusted EBITDA Guidance

The guidance below excludes future acquisitions.

Updated Guidance

Previous Guidance

Revenue

$1.40 billion – $1.42 billion

$1.40 billion – $1.42 billion

Adjusted EBITDA

$120 million – $124 million

$115 million – $118 million

Operational and Strategic Highlights

Acquisitions & Greenfields

During the quarter, Guardian acquired North Ridge Pharmacy, located in Missoula, Montana, bringing our full-service pharmacy count to 54.

Vaccine Clinics

Vaccine prescription volumes increased 3% year over year in the fourth quarter, while full-year prescription volumes increased 9%. Importantly, profitability improved compared to the prior year, driven by stronger purchasing, reimbursement, and labor economics as well as solid operational execution. In total, we vaccinated more than 120,000 residents in 2025.

Capital Efficiency and Liquidity

Guardian delivered an annualized return on equity2 of approximately 27% in 2025, reflecting the capital efficiency of the business. The Company ended the year with a strong liquidity position, including $65.6 million of cash and cash equivalents with no long-term debt outstanding under its $75 million credit facility.

Conference Call Details

Guardian will host a conference call to discuss these results today at 4:30 pm ET. The call can be accessed live by dialing (646) 564-2877 for U.S. participants, or +1 (800) 549-8228 for international participants, and referencing conference ID “93533,” or via audio webcast at https://investors.guardianpharmacy.com

About Guardian Pharmacy Services

Guardian Pharmacy Services is one of the nation’s leading long-term care pharmacy services companies. Through its locally-based business model, Guardian partners with long-term care facilities (“LTCFs”) to deliver medications and a comprehensive suite of technology-enabled services designed to enhance care and improve adherence to drug regimens, helping to reduce the cost of care and improve clinical outcomes. With a growing network of

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